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Create Datasets from Reports

Plan territories by specifying which Salesforce records to include in Territory Planning datasets. For your data sources, you select from reports that you’ve run from your custom report types.

Required Editions

Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions with Web Services API enabled
User Permissions Needed
To create datasets in Territory Planning:

Sales Planning Ops Analyst permission set

AND

Query for Datapipelines User for Sales Planning permission set

AND

SF Maps Territory Planning for Sales Planning permission set
  1. Click Datasets, then click Create. Specify whether you want to plan territories with live or copied data. Enter a name for the dataset and click Next.
    Create a dataset
  2. Select the reports that you want to include. If the reports collectively include more than the 250,000 record allocation for each dataset, aggregate records for any selected reports. Then click Next.
    Standard report in the list of available reports
  3. If you don’t see the options you need for unit assignment, unit name, latitude, or longitude, turn on Import Object Fields. Confirm or select the field options that you want. For example, select Owner ID for the unit assignment field, and Account Name for the unit name field.
    Select object fields for create a dataset
  4. To supplement your data with attributes from external sources in CSV files, click Import from CSV, then add the CSV files that you want.
    Import external values
  5. Click Finish.